Frequently Asked Questions

Why do I need a bookkeeper?

A professional bookkeeper ensures your financial records are accurate, compliant, and tax-ready, while providing the clear business insights you need for strategic decision-making and saving you valuable time.

How can you be my bookkeeper remotely?

We utilize secure, cloud-based software like QuickBooks Online to access and record your financial data in real-time. We use encrypted bank feeds and secure portals for documentation, and communicate virtually (calls/video) to provide timely reports and strategic advice—all without needing to be physically present.

What software do you use?

Our services utilize leading accounting software, primarily QuickBooks Online, alongside QuickBooks Payroll, QuickBooks Point of Sale, and specialized third-party applications that integrate directly with QuickBooks.

How are your bookkeeping fees structured?

We offer a transparent flat monthly fee for ongoing bookkeeping services. This predictable fee is customized based on your business's transaction volume and complexity, ensuring you always know your exact monthly expense.

What is the difference between a Bookkeeper and a CPA (Certified Public Accountant)?

A Bookkeeper focuses on the daily recording and organizing of financial transactions (reconciliation, reporting) to ensure accuracy. A CPA (Certified Public Accountant) focuses on the review, analysis, and interpretation of those records, with the primary role of tax preparation and official regulatory filings. We recommend you have a CPA that we will work closely with to provide clean financial records for tax preparation.

How can I be sure my data is secure?

QuickBooks Online uses 128-bit SSL/TLS encryption for data transmission and storage, employs mandatory Multi-Factor Authentication (MFA), and stores your information in secure, guarded data centers. Intuit also maintains continuous audit logs and automatic backups, ensuring strong protection and integrity of your financial records.